IP Library Granted Patent US 9,641,687
Granted Patent B2
US 9,641,687 · App. 14/810,462 · Granted May 2, 2017

Customer-enabled evaluation and control of communication center agent contact

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Quick Facts
Patent No.
US 9,641,687
App. No.
14/810,462
Granted
May 2, 2017
Kind
B2
Abstract

A communication center has agents operating at workstations and enabled to interact with customers, a router for routing incoming transactions from customers to agents, and routing rule sets associated with specific customers. Individual ones of the rule sets include one or more contact constraints set by the customer associated with the rule set.

Claims (36)

1. A communication center comprising:

a router configured to route transactions;

a data storage device configured to store routing rules;

a processor; and

a memory coupled to the processor, wherein the memory has stored thereon instructions that, when executed by the processor, causes the processor to:

identify a particular customer in response to an incoming transaction;

identify a preference of the particular customer to be routed to a particular agent according to the routing rules, wherein the preference is identified based on data associated with a previous interaction between the particular customer and the particular agent; and

in response to the particular agent being identified as not being available, transmit a notification to the particular customer of an opportunity for a later transaction when the particular agent is available.

2. The communication center of claim 1 , wherein the router is configured to route the later transaction to the particular agent in response to the particular agent being identified as being available.

3. The communication center of claim 1 , wherein the preference is set after a previous transaction between the particular customer and the particular agent.

4. The communication center of claim 1 , wherein the preference is set through interaction between the particular customer and an interactive voice response server (IVR).

5. The communication center of claim 1 , wherein the preference is set through interaction between the particular customer and a web site.

6. The communication center of claim 1 , wherein the incoming transaction is a five transaction.

7. The communication center of claim 6 , wherein the live transaction is a real-time voice transaction.

8. The communication center of claim 6 , wherein the live transaction is a real-time text transaction.

9. A method for managing a contact preference in a communication center, the method comprising:

identifying, by a processor, a particular customer in response to an incoming transaction;

identifying, by the processor, a preference of the particular customer to be routed to a particular agent according to routing rules, wherein the preference is identified based on data associated with a previous interaction between the particular customer and the particular agent; and

in response to the particular agent being identified as not being available, transmitting, by the processor, a notification to the particular customer of an opportunity for a later transaction when the particular agent is available.

10. The method of claim 9 , further comprising:

routing, by a router coupled to the processor, the later transaction to the particular agent in response to the particular agent being identified as being available.

11. The method of claim 9 , wherein the preference is set after a previous transaction between the particular customer and the particular agent.

12. The method of claim 9 , wherein the preference is set through interaction between the particular customer and an interactive voice response server (IVR).

13. The method of claim 9 , wherein the preference is set through interaction between the particular customer and a web site.

14. The method of claim 9 , wherein the incoming transaction is a live transaction and the live transaction is a real-time voice transaction.

15. The method of claim 9 , wherein the incoming transaction is a live transaction and the live transaction is a real-time text transaction.

16. A router for routing transactions to agents in a communication center, wherein the router is configured to:

identify a customer upon receiving information of a transaction to route;

access stored rule sets associated with a plurality of customers; and

find a stored rule set associated with the customer who initiated the transaction, and apply the rule set in routing the transaction,

wherein individual ones of the rule sets include one or more constraints created and/or edited by the customer associated with the rule set, said one or more constraints including at least a preference for contact with a particular agent of the agents in the communication center, the preference being identified based on data associated with a previous interaction between the customer and the particular agent, and

wherein if the particular agent is not available at a time of a live transaction from the customer, offering the customer, by a processor coupled to the router, an opportunity to call back when the particular agent is available.

17. The router of claim 16 , wherein rule sets are initiated or edited by the customer during or after interaction with the particular agent of the communication center.

18. The router of claim 17 , wherein a mechanism for initiating or editing is an interactive voice response server with functionality for interacting with the customer.

19. The router of claim 17 , wherein a mechanism for initiating or editing a rule set is a web site.

20. The router of claim 16 , wherein the live transaction is a real-time voice transaction or text transaction.

Assignments (6)
NOTICE OF SUCCESSION OF SECURITY INTERESTS AT REEL/FRAME 04814/0387 Recorded Feb 5, 2025
From: BANK OF AMERICA, N.A., AS RESIGNING AGENT
To: GOLDMAN SACHS BANK USA, AS SUCCESSOR AGENT
Reel/Frame 070115/0445 →
NOTICE OF SUCCESSION OF SECURITY INTERESTS AT REEL/FRAME 040815/0001 Recorded Feb 3, 2025
From: BANK OF AMERICA, N.A., AS RESIGNING AGENT
To: GOLDMAN SACHS BANK USA, AS SUCCESSOR AGENT
Reel/Frame 070498/0001 →
CHANGE OF NAME Recorded May 13, 2024
From: GENESYS TELECOMMUNICATIONS LABORATORIES, INC.
To: GENESYS CLOUD SERVICES, INC.
Reel/Frame 067391/0109 →
SECURITY AGREEMENT Recorded Feb 22, 2019
From: GENESYS TELECOMMUNICATIONS LABORATORIES, INC.; ECHOPASS CORPORATION; GREENEDEN U.S. HOLDINGS II, LLC
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 048414/0387 →
SECURITY AGREEMENT Recorded Dec 5, 2016
From: GENESYS TELECOMMUNICATIONS LABORATORIES, INC., AS GRANTOR; ECHOPASS CORPORATION; INTERACTIVE INTELLIGENCE GROUP, INC.; BAY BRIDGE DECISION TECHNOLOGIES, INC.
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 040815/0001 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 30, 2015
From: PERLMUTTER, S. MICHAEL
To: GENESYS TELECOMMUNICATIONS LABORATORIES, INC.
Reel/Frame 036222/0614 →